See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,637 | $138,044-72.0% | $125,339-69.2% | $134,475-71.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.86% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,344 | $5,243-55.3% | $4,814-51.3% | $4,740-50.6% |
| Participant deferral / active EE | $7,027 | $7,799-9.9% | $7,446-5.6% | $6,400+9.8% |
| Admin fee / account holder | $429 | $11,571-96.3% | $10,010-95.7% | $11,426-96.2% |